Michael
D'Avella

Tucker Asset Management LLC

CRD#1244177
Investment Advisor
in West Chester, PA

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About this Advisor

Michael D'Avella is a financial advisor working out of West Chester, Pennsylvania who has 7 years of relevant experience. D'Avella is an advisor for Tucker Asset Management LLC. Throughout their career, they have worked at Equity Services, Inc, D'Avella Insurance Group, Allstate Insurance Co and Tucker Asset Management LLC. D'Avella has a Series 63 license, certifying them as a securities representative, and is able to serve investors in Pennsylvania. Tucker Asset Management LLC is a registered investment firm that has its headquarters in Littleton, CO. The company has offices in 57 locations and a total of 75 financial advisors. It handles $369 million in assets under management between its 3,679 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 3,679 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. Tucker Asset Management LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Tucker Asset Management LLC most likely include asset-based, hourly and other fees.

Certifications and Registrations

Series 63

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

West Chester, PA

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$369,449,353

PA Average: $2,349,664,866
Total Number of Employees

75

PA Average: 28
Total Number of Accounts

3,679

PA Average: 1,101
Average Account Size

$100,421

PA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael D'Avella Work History

Michael has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Tucker Asset Management LLC

2014 - 2015 (1 year)

Allstate Insurance Co

2007 - 2013 (6 years)

Equity Services, Inc

1999 - 2014 (15 years)

D'Avella Insurance Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael D'Avella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tucker Asset Management LLC

Christopher Wharton
Littleton, CO
Fred Mcewen
Naperville, IL
Kevin Mccann
Littleton, CO
Shane Mccann
Missoula, MT
Travis Ivanoff
Cypress, CA
John Darwin
Nederland, TX
Richard Williamson
Richardson, TX
Justin Miller
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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